View In Browser | Free Reports | Premium Services By Charles Sizemore, Chief Investment Strategist, The Freeport Society Shares of rare earth metals miner MP Materials (MP) have doubled in price over the past week. It’s fantastic news for Freeport Investor subscribers. Folks who invested when I first recommended the stock in May are now up more than 170%. It’s not common to see a stock double in a week. Normally, you see moves like that only in a hot IPO or in a biotech stock that just discovered a major new blockbuster drug. MP is a $9 billion company that has been publicly traded since 2020. So, what gives? Why is an obscure mining company suddenly one of the hottest stocks on Wall Street? Because it’s the only fully integrated American producer of rare earth elements. It’s also the company that the Trump Administration has chosen to break China’s monopoly on these critical metals. So, today, let’s dive into why rare earth miners have become the new Wall Street darlings. We’ll also look at how China used its dominant position as supplier of these metals to strongarm the U.S. in the trade war. And finally, I’ll show you the investment moves you should make today to get on the right side of this trend. An F-35 Jet Needs 900 lbs of Rare Earths Wall Street has been remarkably blasé about President Trump’s recent tariff announcements. Over the past few weeks, he’s slapped 30% import taxes on goods from the European Union and Japan, 50% tariffs on Brazilian goods, and levies on goods arriving from a host of other countries. Some of this investor nonchalance is because they don’t believe the tariffs will actually happen. The TACO (Trump Always Chickens Out) trade is in effect. But it’s more than that. Even if the tariffs do happen, Wall Street has noticed that the only country that really matters, China, didn’t get one of Trump’s letters. The president is opting for constructive dialogue instead. Here’s why… Two days after Trump’s original Liberation Day tariff announcement back in April, China retaliated by restricting export of seven critical rare earth elements. And that was it – game over. China had all the leverage. Rare earth metals are essential to everything from smartphones and EVs to guided missiles, fighter jets, and nuclear submarines. To understand the impact, consider this… A F-35 fighter jet contains over 900 pounds of rare earths. A Virginia-class submarine uses more than 9,000 pounds. And the U.S. Navy plans to more than double its fleet of Virginia-class subs. Meanwhile, more than 3,000 F-35s are slated for production across allied nations. And as Freeport Society cofounder Louis Navellier has pointed out in these pages, rare earth elements are also the unsung heroes of the AI boom. Without These Metals the AI Revolution Dies While silicon chips get all the headlines, rare earths – like neodymium, dysprosium, and terbium – are essential to the powerful magnets used in data center cooling fans, electric motors, and even the precision robotics behind chip fabrication. As AI workloads grow more demanding, the need for faster, more energy-efficient computing infrastructure skyrockets. That means even more demand for rare earths. And because China controls the bulk of global rare earth mining and processing, their strategic value is only growing. In fact, in the case of the heavy rare earths needed in modern military hardware, China controls 100% of the market. The heavy rare earth demand is staggering. And our biggest geopolitical rival owns the market. To say that’s insane is an insult to crazy people. It was never sustainable. That’s where MP Materials came into play. Strategic Independence Is Key Last week, the company announced a deal with the U.S. Department of Defense (DoD). The aim is to “dramatically accelerate the build-out of an end-to-end U.S. rare earth magnet supply chain and reduce foreign dependency.” Here are some of the details… The DoD will make a direct investment into MP Materials of $400 million via a new class of preferred stock along with warrants to buy a large block of common stock. The DoD will further ensure that fully 100% of the magnets will be bought, either by the DoD itself or by private sector customers. The DoD is also guaranteeing a price floor on MP’s output. The company’s profit margins are protected even if China floods the market with cheap rare earths to try to drive its competitors out of business. Yesterday, the news got even better for MP Materials shareholders. Apple (AAPL) announced a major deal with MP of its own. From Apple’s press release… Today, Apple announced a new commitment of $500 million with MP Materials, the only fully integrated rare earth producer in the United States. With this multiyear deal, Apple is committed to buying American-made rare earth magnets developed at MP Materials’ flagship Independence facility in Fort Worth, Texas. The two companies will also work together to establish a cutting-edge rare earth recycling line in Mountain Pass, California, and develop novel magnet materials and innovative processing technologies to enhance magnet performance. Apple will probably continue making iPhones in China for the foreseeable future. Even with the tariffs, it’s cheaper than making them in the U.S. But the big picture here is clear: America and its largest and most influential companies are pursuing strategic independence with rare earth metals. So, this is a sector that needs to be on your radar. Is MP Materials still a buy? I recommend waiting for a pullback before buying any new shares. In the meantime, Louis has identified five other stocks in this sector that are also worthy of your investment dollars… and they’re still dirt cheap. In fact, Wall Street is only now starting to take notice of them. On July 22, Trump will likely make an announcement that could send these four stocks on Louis’ radar to the moon. He explains why in an urgent briefing that you can watch here. If I were you, I’d listen to what he has to say. Louis is an investing legend who has recommended 675 stocks that doubled at their peak… another 175 stocks that delivered 1,000% gains or more… and on 18 different occasions, a recommended stock went on to deliver gains as high as 10,000%. In fact, MP Materials was a sixth stock he had on his radar… You know how that turned out. This sector is only heating up. Make sure you’re grabbing the opportunity in front of you. To life, liberty, and the pursuit of wealth, | 